Christine Narayan is a financial advisor at Colorado Financial Service Corporation with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including White Peaks Asset Management and Apex Capital Management Ltd, where she is also the managing director and founder. Outside of investment advising, she works as an associate broker with a real estate license in Denver, Colorado. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Joel Cavaliere is a CFP® with six years of industry experience, currently serving as a financial advisor at Blue Heron Capital in Englewood, Colorado. He previously worked at Brookstone Capital Management and held various roles at Colorado State University and Northwestern Mutual. In addition to his advisory work, he is licensed as a life and health insurance agent through an affiliated agency. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation focused approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing client portfolios primarily on a discretionary basis.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. Blake also provides customer service for mobile ticketing at Denver Broncos games. Parsonex Advisory Services offers financial planning and portfolio management to a diverse client base, utilizing a multi-manager, value-oriented investment approach and sponsoring the Sterling Fund, a pooled vehicle with a conservative, long-term investment discipline.

Cyrus Pearo is a CFP® and Series 66 professional with 10 years of industry experience. He is currently an advisor at Investment Management Associates, where he has worked since 2022. Prior to that, he held roles at Breakaway Capital Advisors LLC and TIAA-CREF. Outside of his advisory work, Pearo is an enrolled agent who prepares personal tax returns and competes as a professional cyclist. Investment Management Associates offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focused on quality, valuation, and growth, managing concentrated equity and fixed income portfolios with income-oriented strategies.

Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at CVA Family Office, LLC since 2016. Outside of his advisory role, he is a managing member of MDBHBZ Investments, LLC and participates in the Entrepreneur Private Investment Club (EPIC), a network focused on private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, with a focus on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation across a range of investment vehicles.

George Smith IV is a Series 65-licensed advisor at Ridgegate Advisors, LLC with one year of industry experience and ten years at Ridgegate Financial. He is based in Englewood, Colorado. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolio decisions to client objectives, risk tolerance, and time horizon.

Michael Percy is a financial advisor at Public Advisors LLC in Denver, CO, holding a Series 66 credential with two years of industry experience. Prior to joining Public Advisors, he worked at Fidelity Investments and was self-employed in various capacities. Outside of his advisory work, Percy is involved in music as an artist and manages an e-commerce business selling products on Amazon. Public Advisors serves individual investors through an internet-only platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages a large client base using automated trading, rebalancing, and tax-loss harvesting to pursue tracking and tax-efficiency goals.

Declan Lane is a CFP® certificant and financial advisor with five years of industry experience. He is currently with Capital Investment Counsel, LLC, where he has worked since 2023. Prior to joining CIC, he held roles at Fidelity Investments, DoorDash, and Amazon. Capital Investment Counsel provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and government entities. The firm employs a blended investment approach based on fundamental, technical, cyclical, and behavioral analysis combined with a derivative of Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

Jonathan Glazier is a financial advisor at Lord and Richards Wealth Management, LLC, holding a Series 65 license with three years of industry experience. Prior to his current role, he worked at AE Wealth Management and has a background in education, including positions at Colorado Christian University and Beth Eden Baptist School. He is also a licensed insurance agent. Lord and Richards Wealth Management provides portfolio management and wealth services to individuals and high-net-worth clients, managing approximately $128.8 million across over 1,200 client relationships. The firm employs a comprehensive investment approach combining various analytical methods and offers discretionary account management with assets custodied at Schwab Institutional.

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He previously worked at Morgan Stanley and Charles Schwab before joining EdgeRock. Outside of his advisory role, he also serves as a consultant and industry expert for Guidepoint and AlphaSights on business topics. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations with discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, offering ongoing portfolio monitoring and educational resources.

Brian Mc Auliffe is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Cigna, Emist, and Morningstar Partners, L.P., as well as academic positions at Texas Christian University and Libertyville High School. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and private investment introductions. The firm uses multiple investment strategies tailored to client risk profiles and operates alongside an affiliated adviser managing private pooled investment vehicles.

Cynthia Hinds is a financial advisor with Hinds Financial Group Inc. in Lakewood, CO, holding a Series 63 designation and over 43 years of industry experience. She has worked with Cetera and Cetera Wealth Services, LLC, and has been leading Hinds Financial Group since 2004. Outside of advisory work, she is licensed as an insurance agent offering life, health, disability, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions, providing discretionary portfolio management, mutual fund selection, and financial planning services. The firm employs risk-based, long-term asset allocation strategies, uses third-party managers, and actively monitors and rebalances portfolios to align with client needs.

Logan Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Horizon Wealth and Emerson Equity, having held positions at firms including Crux Wealth Advisors and Charles Schwab. Horizon Wealth is a seven-advisor team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets.

Colin Richards is a financial advisor at Lord and Richards Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at AE Wealth Management and Brookstone Capital Management. Outside of his advisory role, Richards serves as president of two non-profits, the Foundation for Global Education and Financial Independence University, and is a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts generally on a discretionary basis, using a combination of charting, fundamental and technical analysis, quantitative models, and modern portfolio theory.

Brett Frascati is a financial advisor with Claro Advisors Inc. in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Dash Investments. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes a fundamental, long-term investment approach, incorporates AI tools in research, and manages private pooled vehicles and specialized strategies for qualified investors.

Joel Johnson is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He joined JPL Wealth Management, LLC in 2023 and previously worked at Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management provides financial planning, consulting, and discretionary investment management to individual and institutional clients. The firm manages approximately $588 million in assets, using a range of investment vehicles and analytical approaches tailored to client risk profiles, and offers periodic educational workshops for clients.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

Eric Rosel is a CFP® with 21 years of experience in the financial services industry. He is a principal at Rosel Wealth Management, LLC, where he has worked since 2026, following previous roles at MorganRosel Wealth Management, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory work, he is a member of Rosel Airlines, LLC, a legal entity holding an aircraft. Rosel Wealth Management provides investment advisory and planning services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm offers customized portfolio management and comprehensive financial planning, managing roughly $630 million in assets with a suite of programmatic features including a wrap-fee program and tax-preparation fee reimbursement based on assets under management.

Samuel Stacey is a financial advisor at Nilsine Partners, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Pepsico and Becoming Your Best Global Leadership. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, actively overseeing model portfolios through a combination of internal management and selected external managers.